Resource and Project Planners Custom Preferences

The Custom Preferences panel in Resource and Project Planners enables you to change settings as described in Preferences.

To modify custom preferences:

In the toolbar in Resource and Project Planners, click

Setup.

Select a tab as shown below and modify the settings described.

To return to the Project Planner or Resource Planner, click Go to Project Planner or Go to Resource Planner.

Tab	Setting	Description	Page
Assignments	Decimal Precision	Controls the Display Decimal Precision Cutoff setting.	Resource and Project Planner
Inline editing constants	Controls the Hold total assignment hours constant setting.
Inline editing dialog	Controls the Hide Inline Edit Dialog setting.
Display	Display Level	Controls the initial default Zoom Level setting.
Show Project Start and End Date Indicators	Controls the Show Project Start and End Date Indicators setting.	Project Planner Only
Show Holiday Icon	Controls whether the holiday icon is displayed for assignments. In 'Week' view, the palm tree icon indicates one or more holidays within the week for an assignment. Holidays are determined from the resource's work calendar. The icon is also displayed for holidays on non-working days, such as Easter Sunday. See also Timeline Icons.	Resource Planner only
Availability Display Type	Controls resource availability as hours or a percentage in the Resource Availability column.
Resources	Resource Summary Threshold Color Ranges	Controls the color coding for allocation thresholds that specify when a resource is considered correctly allocated, over-allocated, or under-allocated based on the Lower Summary Bar Threshold Limit and Upper Summary Bar Threshold Limit custom settings. The calculations for these color ranges are based on the resource's work calendar.
Use Utilization Target	Controls resource allocation. If selected, each resource's allocation is calculated by multiplying their work calendar by their Utilization Target. The color coding is updated accordingly, relative to the allocation thresholds. Note: The Use Utilization Target checkbox is not visible if you do not have access to the Utilization Target field on the resource's Contact record.

Tab

Setting

Description

Page

Assignments

Decimal Precision

Controls the Display Decimal Precision Cutoff setting.

Resource and Project Planner

Inline editing constants

Controls the Hold total assignment hours constant setting.

Inline editing dialog

Controls the Hide Inline Edit Dialog setting.

Display

Display Level

Controls the initial default Zoom Level setting.

Show Project Start and End Date Indicators

Controls the Show Project Start and End Date Indicators setting.

Project Planner Only

Show Holiday Icon

Controls whether the holiday icon is displayed for assignments.

In 'Week' view, the palm tree icon indicates one or more holidays within the week for an assignment. Holidays are determined from the resource's work calendar.

The icon is also displayed for holidays on non-working days, such as Easter Sunday.

See also Timeline Icons.

Resource Planner only

Availability Display Type

Controls resource availability as hours or a percentage in the Resource Availability column.

Resources

Resource Summary Threshold Color Ranges

Controls the color coding for allocation thresholds that specify when a resource is considered correctly allocated, over-allocated, or under-allocated based on the Lower Summary Bar Threshold Limit and Upper Summary Bar Threshold Limit custom settings. The calculations for these color ranges are based on the resource's work calendar.

Use Utilization Target

Controls resource allocation. If selected, each resource's allocation is calculated by multiplying their work calendar by their Utilization Target. The color coding is updated accordingly, relative to the allocation thresholds.

Note: The Use Utilization Target checkbox is not visible if you do not have access to the Utilization Target field on the resource's Contact record.

Note: Note

Changes to custom preferences apply immediately when selected and do not require a refresh of Resource and Project Planners, except for Decimal Precision. The Decimal Precision custom preference setting applies to the initial load of Resource and Project Planners. Your selected behavior displays in subsequent loading of Resource and Project Planners.